I jinxed it. Just when I thought the year was winding down, SENS delivered a proper day of updates from a variety of companies. Luckily, this is why I enjoy writing Ghost Mail and why you enjoy reading it! Ghost Bites:AYO has been fined again by the JSEBHP has concluded the scheme implementation deed with OZ MineralsMAS has released a pre-close update for the six months to December that is very bullish on retail property in Central and Eastern EuropeNEPI Rockcastle has echoed these sentiments in its pre-close update covering the full yearPremier Fishi ng is investing R95 million in squid business Talhado FishingSchroder European Real Estate Investment Trust gives us insight into European debt refinancing termsThanks to dodgy proofreading, Transnet updates us on flying insects and delayed trains in a single announcementThere's no rest for the wicked here, as you can clearly see. Get the latest news in this morning's edition of Ghost Bites>>> For a whirlwind update on other recent stories in a fun podcast format, you can always give Ghost Wrap a try. Brought to you by Mazars, the latest podcast covers seven companies in just seven minutes. You won't find a more efficient update than that! Listen to it here>>> Get a little magic in your lifeWith our final Magic Markets Premium show for the year out in the wild, our subscribers are enjoying our updated research on Levi's and Lululemon. Both retailers were built around iconic products (jeans vs. yoga pants) and both have moved well beyond that, building powerhouse businesses in the process. With a focus on themes like direct-to-consumer, pricing power and product evolution, the latest research report and podcast is a perfect example of the depth of insights that we share in Magic Markets Premium. With over 60 rep orts now available in the library, a subscription of R99/month or R990/year could well be the best investment you ever make. Subscribe here and give your knowledge a boost>>> And if you haven't listened to it yet, Episode 106 of Magic Markets (the free show) is an absolute cracker. We loved having international geopolitical analyst Marko Papic on the show, sharing his unorthodox and blunt views on the world around us. Make sure you don't miss it! Listen to the show here>>> Currency markets are still quietSENS may hav e been busy yesterday but the same can't be said for currencies, with a fairly dull trading day that saw some action in late afternoon trade as the dollar showed resilience. TreasuryONE wonders whether this is due to low liquidity creeping into the market, position squaring ahead of the Christmas break and just a general reprieve for the dollar, which has been under pressure for some time now. The rand traded below R17.20 in afternoon trade. With local banks only expected to trade until midday today, an uneventful session is expected. Build a more valuable company in 2023I love what we are doing in bizval, one of my startups that is firmly focused on bringing investment banking grade valuations to owners of small and medium businesses. Our view is that all business owners should be able to afford a proper business valuation. To understand more about what drives the valuation of a business and how to build a more valuable business in general, we hosted two webinars in which yours truly and my co-founders presented on some of the key drivers of value. You'll find both webinar recordings at this link>>> And remember, you can use the code REFLECT on checkout this month to get a free bizval Live valuation worth R2,500! Take advantage of what is literally a no-brainer by choosing bizval Live at this link>>> Unless there is major news coming out today, this marks the last official Ghost Mail of 2022. Thank you so much for being here - it really has been an incredible journey. This is only the beginning... Stay safe this festive season and have fun! |